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Invesco Biotechnology & Genome ETF
PBE

96 hedge funds and large institutions have $79.8M invested in Invesco Biotechnology & Genome ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

0.58% more ownership

Funds ownership: 32.13% → 32.72% (+0.58%)

1% less capital invested

Capital invested by funds: $80.3M → $79.8M (-$510K)

5% less funds holding

Funds holding: 101 → 96 (-5)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.64M
2
CW
CreativeOne Wealth
Kansas
+$474K
3
Bank of America
Bank of America
North Carolina
+$421K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$263K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$235K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2M
2
Citadel Advisors
Citadel Advisors
Florida
-$418K
3
LPL Financial
LPL Financial
California
-$355K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$244K
5
SFS
Sowell Financial Services
Arkansas
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
51
First Capital Advisors Group
New Jersey
$213K – – –
SIA
52
SkyView Investment Advisors
New Jersey
$213K – – –
PAG
53
Private Advisor Group
New Jersey
$211K – – –
IWM
54
IHT Wealth Management
Illinois
$211K -$14K -225 -6%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$210K – – –
PWM
56
PRW Wealth Management
Massachusetts
$208K – – –
WB
57
Webster Bank
Connecticut
$202K – – –
CFD
58
Creative Financial Designs
Indiana
$199K +$61.3K +982 +43%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$171K – – –
ACA
60
Aptus Capital Advisors
Alabama
$88.9K – – –
Citigroup
61
Citigroup
New York
$52.1K – – –
PA
62
Parallel Advisors
California
$45.8K +$46.5K +746 New
C
63
Covestor
United Kingdom
$45K +$14.4K +231 +46%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$42.6K +$28.1K +450 +184%
SPIA
65
Steward Partners Investment Advisory
New York
$42.3K – – –
ATC
66
Adirondack Trust Company
New York
$41.2K -$3.18K -51 -7%
FPB
67
First PREMIER Bank
South Dakota
$41K – – –
OC
68
Oakworth Capital
Alabama
$37.4K – – –
HCM
69
Hollencrest Capital Management
California
$31.6K – – –
William Blair & Company
70
William Blair & Company
Illinois
$24.5K – – –
Simplex Trading
71
Simplex Trading
Illinois
$24K +$25K +400 New
FP
72
Financial Perspectives
Minnesota
$21.4K – – –
FCA
73
FinTrust Capital Advisors
South Carolina
$20.1K – – –
NA
74
NewEdge Advisors
Louisiana
$16.4K +$10.9K +175 +188%
RF
75
Robbins Farley
New Hampshire
$15K -$1.37K -22 -8%
1 2
3
4 5

PBE Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2023, worth a combined $79.8M — down 0.64% from $80.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PBE and 9 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 25 added.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $1.64M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $2M sold.

  • 96 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2023, down from 101 in Q1 2023.
  • Funds reported $79.8M of Invesco Biotechnology & Genome ETF stock for Q2 2023, down 0.64% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2023 and 13 closed out, a net change of -4 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2023 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.64M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2023 was JP Morgan Chase, an estimated $2M sold.

Based on aggregated 13F filings for Q2 2023.